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Sanlam Investment Management Inflation Plus Fund B4 (0P0000JZM0)
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20/12 - Delayed Data. Currency in ZAR
- Morningstar Rating:
- Total Assets: 10.77B
Type:
Fund
Market:
South Africa
Issuer:
Sanlam Collective Investments
ISIN:
ZAE000099933
Asset Class:
Equity
Sanlam Investment Management Inflation Plus Fund B
6.151
+0.010
+0.10%
- Overview
- Profile
- Historical Data
- Holdings
0P0000JZM0 Overview
On this page you'll find an in-depth profile of Sanlam Investment Management Inflation Plus Fund B4. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZM0 among other information.
Investment Strategy
The fund invests in the flexible combination of investments in the equity, gilt and money markets, both locally and abroad. The Inflation Linked Fund will be run to explicitly satisfy two important needs of investors, firstly to keep their purchasing power ahead of the cost of living, and secondly not to lose money. The fund will be conservatively managed with the key focus on capital preservation and real returns at a lower volatility than that of equity funds. The aim of the fund is to outperform inflation (CPI) by 5% (before costs) over a rolling three-year period. Furthermore, the portfolio manager will also strive not to lose capital over a 12-month rolling period. This makes this unit trust ideally suited to cautious investors and especially retirees. The fund does not offer any guarantees.
Contact Information
Address
2 Strand Road
Bellville, Cape Town,Western Cape 7530
South Africa
Bellville, Cape Town,Western Cape 7530
South Africa
Phone
+27 (21) 916 1800
Fax
+27 (0)21 947 8224
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Natasha Narsingh | - | 2011 | Now |
| Eben Maré | Portfolio Manager | 1999 | Now |
| Biography | Eben's fund management career began at Nedbank, moving onto Genbel, Standard Bank and ABSA. He joined STANLIB from Liberty Life where his focus was on markets and credit risk. He has a Ph.D in Applied Mathematics, having initially obtained a B. Sc (Hons) and an M. Sc. | ||
| Fernando Durrell | Portfolio Manager | 1999 | Now |
| Kanyisa Ntontela | - | 1999 | Now |
| Gerhard Cruywagen | CIO (Chief Investment Officer) | 2009 | 2011 |
| Biography | Gerhard is Chief Investment Officer at SIM. Prior to joining SIM in 2008, Gerhard spent 8 years at Prudential Asset Managers in various roles. He was CIO when he left. Gerhard also held investment positions with Community Growth Funds, Franklin Asset Management and NBS Boland. | ||
| Philip Liebenberg | Head | 2009 | 2011 |
| Biography | Philip is Head of Absolute Returns and also responsible for the flexible income portfolios which include the SIM Active Income fund. Prior to joining SIM, Philip worked as a quants analyst at Riscura and as portfolio manager at Kagiso Asset Management. Philip joined SIM in 2005 and is a member of the Asset Allocation group. Philip was a production Engineer at Billiton before joining the financial services industry in 1999. | ||
| Steve Mills | CIO (Chief Investment Officer) | 2004 | 2009 |
| Biography | Steve started his investment career at Old Mutual in 1988 as an equity analyst. He was a founder member of Investec Asset Management and thereafter spent most of his career in the position of Chief Investment Officer in companies including Norwich Investments and Fleming Martin Asset Management. Steve was also the Managing Director of Capital Alliance Asset Management during its founding years. More recently, Steve headed the Absolute Return Boutique at Sanlam Investment Management, which grew from a fledgling business to a leader in its category with over R15bn in assets under management. During this period, Steve was awarded the coveted Raging Bull Award for the Balanced Fund Category for 5 year investment performance. Steve joins Counterpoint in the capacity of Chief Investment Officer. | ||
| Thomas Schlebusch | - | 2002 | 2004 |
| Biography | Chief Investment Officer,(MEng, GDP, MBA),Thomas has a Masters Degree in Engineering, as well as a MBA at Nijenrode University in Holland. He worked as a Commodities Analyst with SAB, before joining Sanlam Investment Management (SIM) where he was part of the Bond Team. He managed several absolute return funds and inflation linked fund mandates. At SIM Thomas was also instrumental in developing the Absolute Return Fund strategies. Thomas joined the Blue Ink team in 2007 to head up the Incubation drive within the Blue Ink Invest¬ments group. | ||
| Erik Knoetze | - | 2000 | 2002 |
| Christo Malan | - | 1999 | 2000 |
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